Report
Mark Thomas

Oakley Capital Investments (OCI) - Capital Markets Day 2022 – let the sun shine

On a wet day in May, OCI’s CM Day was a ray of sunshine, explaining how it has delivered the impressive market- and peer-beating 19% NAV CAGR growth 2017-21 (6% 1Q’22), and why this growth should be sustainable going forward. At its core is an investment focus on structurally high-growth areas, combined with a unique proprietary network originating deals. Once a business has been acquired, value is added through business transformation (e.g. digitalisation), performance improvement, leadership development and buy-and-build strategies. Oakley Capital’s expertise incrementally improves investee companies. Investors are buying into this sustainable, long-term model, not just the current attractive portfolio.
Underlyings
Oakley Capital Investments

Provider
Hardman & Co
Hardman & Co

We are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies.

Our expert team of sector analysts and market professionals collectively have over 400 years of experience.  This depth of knowledge and a reputation for integrity have built trust with investors. With effective communication and precision distribution, we help companies disseminate their investment message to interested investors, as well as advise them on strategy.

Our smaller, boutique structure allows us to provide first-class customer service and to deliver a wide range of ad-hoc services for multiple clients with different needs.

Analysts
Mark Thomas

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